

Founder & CEO, CFP® CIM®
Ricardo works with you to help you save money in taxes, grow your pharmacy, and implement wealth building strategies. He studied at the University of Waterloo and Wilfrid Laurier University, majoring in accounting and finance.
Together with his spouse, Maribel, and children Valentina, Sebastian, and Benjamin, he enjoys travelling, especially to watch major soccer tournaments like the FIFA World Cup as an avid soccer fan. Ricardo also enjoys playing squash and golf.

Senior Manager, CPA, CA
Ashley is a highly experienced tax and accounting professional who specializes in serving individuals, pharmacists, doctors and dental professionals. With advanced certifications in taxation and many years of expertise in accounting, she provides tailored strategies to help her clients minimize tax liabilities, improve financial efficiency, and stay fully compliant with all reporting requirements.
Ashley’s approach is hands-on, proactive, and focused on delivering clear and actionable advice to help clients achieve their growth and financial goals with confidence.
Outside of her professional work, Ashley lives in Rockwood with her spouse, Scott, and their son, Corbin. As a family, they share a passion for horses, enjoying horseback riding and managing their own horse boarding facility — a reflection of the same dedication and care that Ashley brings to her clients every day.

Senior Accountant, ACCA
Ali is an CA-certified accountant (UK) with six years of expertise in accounting and tax, specializing in supporting small to medium-sized owner-managed businesses, particularly in the dental and pharmacy industries. He is skilled in preparing compilation engagements, corporate and personal tax returns for Canadian clients, and managing bookkeeping teams to ensure efficient financial operations.
A sports enthusiast, Ali enjoys playing badminton and spends his free time reading about global trends.

Staff Accountant, MBA
Muddassar is a skilled accounting professional with 8+ years of experience, specializing in bookkeeping for small to medium-sized owner-managed businesses. His expertise spans the dental and pharmacy industries across Canadian and US markets.
Muddassar has a broad background working with privately held businesses in sectors i.e household appliances, manufacturing, and frozen foods. He holds an MBA and is currently pursuing his CMA (Chartered Management Accountant) degree, reinforcing his commitment to continuous professional growth.
Outside of work, Muddassar is passionate about staying updated with global business and investment trends. A dedicated father, Mudassar also prioritizes creating innovative and educational opportunities for his children, ensuring they are equipped for the future.

Staff Accountant, MBA
Abdul Moeez is a dedicated bookkeeping specialist with a strong focus on the dental and pharmacy industries. With an MBA from Pakistan and over five years of experience in Canadian and U.S. bookkeeping, he excels at supporting small to medium-sized owner-managed businesses with their financial management needs.
Abdul Moeez is committed to delivering accurate and reliable bookkeeping solutions to help businesses thrive. Outside of work, he enjoys playing cricket, soccer, and video games to unwind and stay engaged.

Staff Accountant, MBA
Ahmad is a dedicated accounting professional with strong experience in bookkeeping, financial reporting, payroll administration, and cloud-based accounting systems. He specializes in supporting small businesses and professional practices, ensuring their financial records are accurate, organized, and compliant.
He loves combining analytical thinking with relationship-building and has a passion for working with client teams to help them grow and improve to achieve their goals.
Committed to ongoing professional development, Ahmad continues to expand his technical expertise and industry knowledge to better support the needs of clients. He approaches his work with professionalism, integrity, and a dedication to delivering high-quality service. He holds an Accounting Degree and over five years’ experience in Canadian and U.S. bookkeeping.
Outside of his professional responsibilities, Ahmad prioritizes continuous learning and personal growth and maintains a strong commitment to family and community values. Ahmad enjoys traveling, spending time with his family and playing football & table tennis.

Digital Marketing Manager, MMKG
Brandon is a recent Master of Marketing graduate who is passionate about creating compelling brand strategies and driving customer engagement. With a deep interest in consumer psychology and digital trends, Brandon thrives on developing innovative marketing campaigns that connect with audiences and deliver measurable results. Known for his creativity and collaborative approach, Brandon is eager to bring fresh ideas and energy to the marketing world.
Outside of work, Brandon enjoys going out with friends, listening to music, going to dance classes, reading, and playing video games.

Founder & CEO, CFP® CIM®
Ricardo works with you to help you save money in taxes, grow your pharmacy, and implement wealth building strategies. He studied at the University of Waterloo and Wilfrid Laurier University, majoring in accounting and finance.
Together with his spouse, Maribel, and children Valentina, Sebastian, and Benjamin, he enjoys travelling, especially to watch major soccer tournaments like the FIFA World Cup as an avid soccer fan. Ricardo also enjoys playing squash and golf.
Senior Manager, CPA, CA
Ashley is a highly experienced tax and accounting professional who specializes in serving individuals, pharmacists, doctors and dental professionals. With advanced certifications in taxation and many years of expertise in accounting, she provides tailored strategies to help her clients minimize tax liabilities, improve financial efficiency, and stay fully compliant with all reporting requirements.
Ashley’s approach is hands-on, proactive, and focused on delivering clear and actionable advice to help clients achieve their growth and financial goals with confidence.
Outside of her professional work, Ashley lives in Rockwood with her spouse, Scott, and their son, Corbin. As a family, they share a passion for horses, enjoying horseback riding and managing their own horse boarding facility — a reflection of the same dedication and care that Ashley brings to her clients every day.


Senior Accountant, ACCA
Ali is an CA-certified accountant (UK) with six years of expertise in accounting and tax, specializing in supporting small to medium-sized owner-managed businesses, particularly in the dental and pharmacy industries. He is skilled in preparing compilation engagements, corporate and personal tax returns for Canadian clients, and managing bookkeeping teams to ensure efficient financial operations.
A sports enthusiast, Ali enjoys playing badminton and spends his free time reading about global trends.
Staff Accountant, MBA
Muddassar is a skilled accounting professional with 8+ years of experience, specializing in bookkeeping for small to medium-sized owner-managed businesses. His expertise spans the dental and pharmacy industries across Canadian and US markets.
Muddassar has a broad background working with privately held businesses in sectors i.e household appliances, manufacturing, and frozen foods. He holds an MBA and is currently pursuing his CMA (Chartered Management Accountant) degree, reinforcing his commitment to continuous professional growth.
Outside of work, Muddassar is passionate about staying updated with global business and investment trends. A dedicated father, Mudassar also prioritizes creating innovative and educational opportunities for his children, ensuring they are equipped for the future.


Staff Accountant, MBA
Abdul Moeez is a dedicated bookkeeping specialist with a strong focus on the dental and pharmacy industries. With an MBA from Pakistan and over five years of experience in Canadian and U.S. bookkeeping, he excels at supporting small to medium-sized owner-managed businesses with their financial management needs.
Abdul Moeez is committed to delivering accurate and reliable bookkeeping solutions to help businesses thrive. Outside of work, he enjoys playing cricket, soccer, and video games to unwind and stay engaged.
Staff Accountant, MBA
Ahmad is a dedicated accounting professional with strong experience in bookkeeping, financial reporting, payroll administration, and cloud-based accounting systems. He specializes in supporting small businesses and professional practices, ensuring their financial records are accurate, organized, and compliant.
He loves combining analytical thinking with relationship-building and has a passion for working with client teams to help them grow and improve to achieve their goals.
Committed to ongoing professional development, Ahmad continues to expand his technical expertise and industry knowledge to better support the needs of clients. He approaches his work with professionalism, integrity, and a dedication to delivering high-quality service. He holds an Accounting Degree and over five years’ experience in Canadian and U.S. bookkeeping.
Outside of his professional responsibilities, Ahmad prioritizes continuous learning and personal growth and maintains a strong commitment to family and community values. Ahmad enjoys traveling, spending time with his family and playing football & table tennis.


Digital Marketing Manager, MMKG
Brandon is a recent Master of Marketing graduate who is passionate about creating compelling brand strategies and driving customer engagement. With a deep interest in consumer psychology and digital trends, Brandon thrives on developing innovative marketing campaigns that connect with audiences and deliver measurable results. Known for his creativity and collaborative approach, Brandon is eager to bring fresh ideas and energy to the marketing world.
Outside of work, Brandon enjoys going out with friends, listening to music, going to dance classes, reading, and playing video games.
Many dentists are overpaying money in taxes every year and have no idea! Schedule a call to find out how much tax savings we can potentially find you.
Many dentists are overpaying money in taxes every year and have no idea! Schedule a call with us to find out how much tax savings we can potentially find you.